HI

Hudock Inc Portfolio holdings

AUM $680M
1-Year Est. Return 18.73%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.73%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$241M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
745
New
Increased
Reduced
Closed

Top Buys

1
+$7.58M
2
+$1.53M
3
+$753K
4
EDV icon
Vanguard World Funds Extended Duration ETF
EDV
+$477K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$344K

Top Sells

1
+$1.89M
2
+$828K
3
+$595K
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$468K
5
SHV icon
iShares 0-1 Year Treasury Bond ETF
SHV
+$379K

Sector Composition

1 Healthcare 5%
2 Financials 4.25%
3 Technology 3.56%
4 Energy 3.01%
5 Consumer Staples 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4K ﹤0.01%
115
502
$4K ﹤0.01%
+361
503
$4K ﹤0.01%
160
+2
504
$4K ﹤0.01%
101
505
$4K ﹤0.01%
30
506
$4K ﹤0.01%
250
507
$4K ﹤0.01%
109
508
$4K ﹤0.01%
154
-3
509
$4K ﹤0.01%
92
+2
510
$3K ﹤0.01%
30
511
$3K ﹤0.01%
74
512
$3K ﹤0.01%
205
513
$3K ﹤0.01%
150
514
$3K ﹤0.01%
+50
515
$3K ﹤0.01%
+200
516
$3K ﹤0.01%
36
517
$3K ﹤0.01%
43
518
$3K ﹤0.01%
145
519
$3K ﹤0.01%
23
520
$3K ﹤0.01%
84
521
$3K ﹤0.01%
179
522
$3K ﹤0.01%
120
523
$3K ﹤0.01%
533
524
$3K ﹤0.01%
40
525
$3K ﹤0.01%
200
19 20
21
22 23